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Sargent Investment Group’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Sargent Investment Group’s Portfolio JSCP Stock Details JSCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,865
Closed -$272K – 224
2024
Q2 		$272K Sell
5,865
-275
-4% -$12.7K 0.06% 170
2024
Q1 		$286K Sell
6,140
-1,125
-15% -$52.2K 0.06% 164
2023
Q4 		$338K Sell
7,265
-1,510
-17% -$68.9K 0.07% 152
2023
Q3 		$398K Hold
8,775
– – 0.1% 134
2023
Q2 		$402K Sell
8,775
-120
-1% -$5.53K 0.1% 126
2023
Q1 		$411K Sell
8,895
-3,980
-31% -$184K 0.11% 125
2022
Q4 		$588K Buy
12,875
+3,395
+36% +$154K 0.18% 102
2022
Q3 		$430K Buy
9,480
+655
+7% +$30.4K 0.13% 115
2022
Q2 		$410K Buy
8,825
+2,675
+43% +$126K 0.13% 120
2022
Q1 		$294K Buy
+6,150
New +$300K 0.07% 153

Other funds holding JSCP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return
SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Sargent Investment Group's JSCP Position: Q3 2024 in Review

Sargent Investment Group sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q3 2024, closing a stake of 5,865 shares — an estimated $272K sold.

Sargent Investment Group first reported a position in JSCP in Q1 2022 and held it in 10 quarters. The position peaked at $588K in Q4 2022. 70 funds tracked by Wall St. Rank hold JSCP as of Q3 2024.

  • Sargent Investment Group reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q3 2024 after selling out during the quarter.
  • Sargent Investment Group sold 5,865 JPMorgan Short Duration Core Plus ETF shares in Q3 2024, an estimated $272K.
  • Sargent Investment Group first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2022 and held it in 10 quarters.
  • Sargent Investment Group's JPMorgan Short Duration Core Plus ETF position peaked at $588K in Q4 2022.
  • 70 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2024.

Based on Sargent Investment Group's 13F filing for Q3 2024, filed 6 Nov 2024.